Multiple Intakes can be modified using the Bulk Actions menu on the Browse Intakes tab and selecting the Edit option.
NOTE: You must have Special Permission > Update Multiple Cases to bulk edit Intakes.
It is important to review the selected intakes and the field content you plan to modify before committing to any permanent changes. Changes made using the Edit feature cannot be reversed, so it is recommended to carefully review anticipated modifications prior to making a bulk change. For any questions, contact Support to guide you in this process.
In the Fields dropdown, you may choose to update Primary Staff and Stage/Status. Select the new Primary Staff and/or Stage/Status for the Intakes you wish to change.
Click the Save button to complete the bulk edit or click the Cancel button to close the Update Intake(s) window and abort the changes.
A confirmation banner will display when complete.
